JGMRX Mutual Fund

NAV$25.99

Returns Overview

1 Month
+5.03%
3 Months
+19.13%
6 Months
+17.31%
YTD
+16.68%
1 Year
+26.97%
3 Years (annualized)
+19.16%
5 Years (annualized)
+12.58%
10 Years (annualized)
+17.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGMRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+16.68%
Peer Avg (YTD)
+18.52%
vs Peers
-1.84%

JGMRX Mutual Fund Performance

JGMRX performance across multiple time periods: 1-month 5.03%, YTD 16.68%, 1-year 26.97%, 3-year 19.16%, 5-year 12.58%, 10-year 17.09%.

JGMRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

JGMRX performance comparison shows side-by-side returns with another fund. JGMRX alternatives are available in the Mutual Fund Screener.